CAI
AMRZ

Capital Advisors Inc’s Amrize Ltd AMRZ Stock Holding History

Capital Advisors Inc’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Sell
4,730
-29
-0.6% -$1.57K ﹤0.01% 329
2026
Q1 		$267K Buy
4,759
+529
+13% +$30.3K ﹤0.01% 308
2025
Q4 		$229K Hold
4,230
– – ﹤0.01% 312
2025
Q3 		$205K Buy
+4,230
New +$216K ﹤0.01% 326

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Inc's AMRZ Position: Q2 2026 in Review

Capital Advisors Inc reduced its Amrize Ltd (AMRZ) stake by 0.61% in Q2 2026, selling an estimated $1.57K and leaving 4,730 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Capital Advisors Inc first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q1 2026. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Capital Advisors Inc held 4,730 shares of Amrize Ltd worth $252K as of Q2 2026.
  • Capital Advisors Inc sold 29 Amrize Ltd shares in Q2 2026, an estimated $1.57K.
  • Amrize Ltd made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #329 holding.
  • Capital Advisors Inc first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Inc's Amrize Ltd position peaked at $267K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.